CVS HEALTH P Performance
| 126650CD0 | 92.95 2.42 2.67% |
The bond shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, 126650CD0's returns are expected to increase less than the market. However, during the bear market, the loss of holding 126650CD0 is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in CVS HEALTH P are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite somewhat uncertain basic indicators, 126650CD0 may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
| Yield To Maturity | 6.535 |
126650CD0 |
126650CD0 Relative Risk vs. Return Landscape
If you would invest 8,700 in CVS HEALTH P on December 23, 2024 and sell it today you would earn a total of 635.00 from holding CVS HEALTH P or generate 7.3% return on investment over 90 days. CVS HEALTH P is generating 0.1204% of daily returns and assumes 0.7733% volatility on return distribution over the 90 days horizon. Simply put, 6% of bonds are less volatile than 126650CD0, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
126650CD0 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for 126650CD0's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as CVS HEALTH P, and traders can use it to determine the average amount a 126650CD0's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1557
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average 126650CD0 is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of 126650CD0 by adding it to a well-diversified portfolio.
About 126650CD0 Performance
By analyzing 126650CD0's fundamental ratios, stakeholders can gain valuable insights into 126650CD0's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if 126650CD0 has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if 126650CD0 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.